LIN β€” LINDE PLC

Ownership history in OneAscent Financial Services LLC  Β·  13 quarters on record

AI Ownership Summary

OneAscent Financial Services LLC reported LINDE PLC (LIN) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.28% in 2024 Q3. The latest visible filing shows LIN at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OneAscent Financial Services LLC's position in LINDE PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LIN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OneAscent Financial Services LLC held LIN β€” position size vs. price
% of Fund (quarterly)    LIN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 486 -385 -44.2% 0.03% $231K 2025-10-22 $446.77
2025 Q2 ADDED 871 +18 +2.1% 0.03% $413K 2025-08-12 $468.42
2025 Q1 ADDED 853 +37 +4.5% 0.03% $398K 2025-05-05 $446.47
2024 Q4 ADDED 816 +3 +0.4% 0.03% $342K 2025-02-12 $450.95
2024 Q3 REDUCED 813 -7 -0.9% 0.28% $388K 2024-11-07 $456.36
2024 Q2 REDUCED 820 -44 -5.1% 0.05% $360K 2024-07-17 $439.21
2024 Q1 ADDED 864 +49 +6.0% 0.04% $401K 2024-04-16 $434.38
2023 Q4 ADDED 815 +258 +46.3% 0.04% $335K 2024-01-11 $394.41
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About OneAscent Financial Services LLC and LIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has OneAscent Financial Services LLC reported owning LIN?

OneAscent Financial Services LLC reported LIN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported LIN position in OneAscent Financial Services LLC's portfolio?

The largest reported portfolio weight for LIN was 0.28% in 2024 Q3.

What is the latest reported LIN position on this page?

The most recent filing on this page is 2025 Q3, when OneAscent Financial Services LLC reported 486 shares, equal to 0.03% of portfolio, with an estimated market value of $231K.

What does the chart on this LIN ownership page compare?

The chart compares OneAscent Financial Services LLC's quarterly LIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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